See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,344 | $135,952-82.1% | $123,892-80.4% | $273,961-91.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 12.14% | 56.63%-44.5pp | 47.52%-35.4pp | 41.45%-29.3pp |
| Employer contribution / active EE | $2,075 | $5,170-59.9% | $4,617-55.1% | $4,869-57.4% |
| Participant deferral / active EE | $4,609 | $6,343-27.3% | $5,984-23.0% | $5,287-12.8% |
| Admin fee / account holder | $148 | $9,817-98.5% | $8,357-98.2% | $10,132-98.5% |